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Morningstar

Matthews China Dividend Instl MICDX

Morningstar Analyst Rating
Analyst rating as of | See Matthews Asia Investment Hub
  • NAV / 1-Day Return 15.07  /  0.74 %
  • Total Assets 221.3 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.47%
  • Turnover 68%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis MICDX

Will MICDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MICDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MICDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MICDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still strong despite unwelcome personnel churn.

Strategist

Summary

| by Robby Greengold

Matthews China Dividend remains a worthy option despite myriad personnel departures from Matthews International Capital Management’s investment team that have included members of the strategy’s leadership. It retains its Morningstar Analyst Rating of Silver.

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